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What Are Templates?Creating a Template with AIBuilding a Template ManuallyImporting Templates from the LibraryConfiguring Scoring & WeightsUnderstanding Critical GatesPublishing & Versioning TemplatesHow Scoring WorksTemplate Settings & Metadata
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DocsTemplates

Templates

Create, configure, and manage assessment templates

01

What Are Templates?

Templates explained: domains, control areas, questions, and how they structure audits

4 min read
02

Creating a Template with AI

Using the AI template generator, selecting frameworks, reviewing generated content

4 min read
03

Building a Template Manually

Adding domains, control areas, and questions step by step

5 min read
04

Importing Templates from the Library

Browsing the template library, previewing, and importing templates

3 min read
05

Configuring Scoring & Weights

Setting question weights, understanding scoring strategies

4 min read
06

Understanding Critical Gates

What critical gates are, how they affect scoring, when to use them

3 min read
07

Publishing & Versioning Templates

Draft vs published states, what publishing means, editing restrictions

3 min read
08

How Scoring Works

The full scoring process from individual questions to the final assessment score, including strategies, thresholds, and overrides

8 min read
09

Template Settings & Metadata

Setting framework, description, compliance thresholds, and other template properties

3 min read

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